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Job Description
Join Charles Schwab as a Financial Consultant Partner, where you will play a vital role in growing an affluent wealth management practice. You'll collaborate with seasoned advisors, service clients, and develop strong relationships, all while receiving mentorship to advance your career in finance.
Key Responsibilities
Support the growth and management of an affluent wealth management practice
Service clients and grow client relationships
Deliver advice to practice clients
Partner with Sr. Financial Consultant to pursue business development opportunities
Required Qualifications
A valid and active Series 7 license
A valid and active Series 66 (63/65) license
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Experience updating and compiling client information through CRM tools
Openness to manage local events as needed
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance